Author

Rohan Talwar

Co-founder & Vice President

LSE BSc Economics

I am a Co-Founder of The London Review and its Head of Economics. My goal is to make it the best place for students to develop original arguments and defend them to an exceptionally high standard.

I lead a team of 12 researchers from leading UK universities, covering economics and private markets. I run the editorial process from start to finish, commissioning ideas, challenging contributors' thinking, and editing every piece until it meets the standard I set. The result is student work that holds its own against the professional press.

Alongside leading the team, I write my own analysis on markets, monetary policy, and emerging economies, always focused on saying something new rather than reiterating the headlines. I am a BSc Economics student at the London School of Economics, and I have interned at Nomura across its Global Markets and Investment Banking divisions. My earlier work as an emerging markets analyst shaped the fundamental, data-led approach I bring to everything I publish.

Beyond what we publish, I care just as much about opening doors for the students coming up behind me. Through our mentorship scheme, I help sixth form students show genuine intellectual interest by writing articles and building a portfolio in a field they care about, giving them a real edge in their university applications.

Opinion Markets3 August 2026

The AI Infrastructure Arms Race: Tomorrow's Economy, or Yesterday's Bubble?

Big tech is on track to spend up to $690 billion on AI infrastructure this year alone. History suggests the technology can still win even as many of today's financiers lose everything.

Artificial Intelligence Big Tech Capital Expenditure Market Bubbles

Matthew Mahrous8 min read

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Markets3 August 2026

The Won's Great Reversal: How Chip Cash and a Rate Hike Rewired Korea's Currency

The won went from one of Asia's worst-performing currencies to one of the world's best in a matter of weeks, as chipmakers' overseas earnings came home, foreign equity selling eased, and the Bank of Korea ended a three-year rate freeze.

South Korea Currencies Bank of Korea Semiconductors Monetary Policy

Sonal Weerasekera8 min read

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Macro3 August 2026

The World's Factory Has Run Out of Customers

For decades China was constrained by what it could produce. It is now constrained by what its households will buy, and the surplus it exports instead is reshaping trade policy across the world.

China Global Trade Industrial Policy Consumption Protectionism

Ahana Bhattacharya7 min read

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Policy2 August 2026

The Price of Intelligence

AI data centres promise growth, but infrastructure constraints are creating political and economic resistance.

Artificial Intelligence Data Centres Infrastructure Energy

Meghana Sivapuram7 min read

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Markets2 August 2026

Why EQT Is Racing to Sell Private Equity to Individuals

The retail push looked like growth. It was really the industry building a capital base that does not depend on selling anything.

Private Equity EQT Evergreen Funds Private Wealth Liquidity Private Credit

Abir Ghosh Biswas7 min read

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Macro31 July 2026

Six to Three: A Divided Hold and the Curve the Bank Does Not Believe

Three of nine voted to raise Bank Rate. The Bank's own Report then said the market curve is steeper than policy needs to be, and that most of its slope is not a rate expectation.

Bank of England Monetary Policy Interest Rates Inflation Gilts UK Economy

Rohan Talwar14 min read

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Opinion27 July 2026

A Spatial Fix

Silicon Valley wants to escape the power grids, water shortages and zoning laws throttling its data centres by launching them into orbit. But Low Earth Orbit is no frictionless void, and moving servers to space may just trade one crisis for another.

Artificial Intelligence Data Centres Hyperscalers Space Economy Orbital Debris

Manasvi Kommuri9 min read

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Macro27 July 2026

Europe's Rising Temperatures Are Becoming a Macroeconomic Problem

Repeated heatwaves are no longer a seasonal inconvenience for Europe's economies. From lost labour productivity to rising food prices and multi-billion-euro damage bills, extreme heat is emerging as a structural drag on growth across the continent.

Climate Risk European Economy Labour Productivity Inflation

Sonal Weerasekera8 min read

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Macro27 July 2026

The Economics of Attention: How Algorithms Rewired the Market

Algorithmic feeds have quietly become a dominant force in setting asset prices and mobilising political movements, from GameStop to India's Cockroach Janata Party, while regulators still lack the tools to measure how virality converts into capital and power.

Attention Economy Financial Markets Meme Stocks Algorithms

Ahana Bhattacharya8 min read

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Macro23 July 2026

The Global Economy's Quiet Dependence on AI Spending

AI capital expenditure has emerged as the last major engine of global demand, propping up growth even as trade wars fragment the world economy. Whether that engine can keep pace with its scale and financing is the open question.

Artificial Intelligence Global Trade Capital Expenditure Hyperscalers Growth

Daya Kaur Kalher6 min read

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Markets Micro22 July 2026

The Concert Fee You Always Pay

A jury found Live Nation and Ticketmaster liable for illegal monopolisation in April 2026. The case is a study in how vertical integration converts dominance in one business into control over an entire industry.

Live Nation Ticketmaster Antitrust Monopoly Live Events

Jay Patel8 min read

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Macro20 July 2026

AI is Rewriting Economic Forecasting

Machine learning can spot economic shifts weeks before official statistics catch up, but its black-box reasoning means the most reliable forecasts still come from economists working alongside AI, not being replaced by it.

Artificial Intelligence Machine Learning Economic Forecasting Hysteresis

Meghana Sivapuram5 min read

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